Tax Reduction
Address: 939 Laurel Street, Suite C, San Carlos, CA 94070
TOPIC
Last-Minute 2025 Tax Reduction & Smart 2026 Planning for Dental Practices
SPEAKER
Bardia Hariri, MBA, PhD
Most dentists don’t overpay taxes because they lack a CPA they overpay because advanced strategies require coordination before filing, not after.
This panel is designed specifically for dental practice owners who want to:
- Reduce their 2025 tax bill before filing
- Avoid common filing-season mistakes
- Build a clean, defensible 2026 tax strategy aligned with practice growth and retirement goals
LEARNING OBJECTIVES:
2025 Last-Minute Tax Reduction Opportunities
- How Defined Benefit Pension Plans can still generate six-figure deductions before filing
- How Cost Segregation can still generate deduction before filing
- When Charitable Remainder Trusts (CRTs) make sense for dentists selling a practice, real estate, or appreciated assets
- Common filing mistakes that cost dentists tens of thousands and how to avoid them
2026 Forward-Looking Tax Planning
- Structuring retirement contributions for maximum deductions with minimal cash-flow strain
- Planning ahead for:
- Associate buy-ins
- Group practices
- DSO conversations
- Using ILITs and estate planning tools to protect family, legacy, and practice continuity
SPEAKER BIO:
Bardia Hariri, MBA, PhD, is a licensed financial professional and insurance agent (CA Ins. Lic. # 0K72662), holding active licenses in California and many other states. He leads a team of dedicated advisors with strong administrative support. Dr. Hariri is a strategic thinker focused on helping individuals, communities, and businesses achieve economic development goals. With over a decade of experience in the financial industry, he has a deep understanding of economic principles, community development, and growth strategies. His PhD thesis from the University of Wales focused on the emergence of isolated nations into global consumer culture, driven by his passion for Middle Eastern economics, history, and politics. Dr. Hariri excels in identifying opportunities and delivering innovative solutions, prioritizing community development and sustainability for long-term success.
- Former university economics professor
- 10+ years advising business owners and dentists
- Specialized in advanced retirement design, tax coordination, and succession planning
- Works alongside CPAs to implement audit-defensible strategies
“I don’t replace your CPA. I help your CPA unlock strategies that require planning, modeling, and coordination.”
